See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $279,764 | $201,272+39.0% | $184,203+51.9% | $145,922+91.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.58% | 29.00%-15.4pp | 28.81%-15.2pp | 561.29%-547.7pp |
| Employer contribution / active EE | $13,030 | $7,022+85.6% | $6,427+102.7% | $4,660+179.6% |
| Participant deferral / active EE | $7,290 | $9,806-25.7% | $9,131-20.2% | $6,688+9.0% |
| Admin fee / account holder | $3,195 | $16,364-80.5% | $13,901-77.0% | $13,397-76.1% |